Oli Ric
22 posts


$OPTT So you’re on the verge of being delisted b/c you don’t believe the stock price can be above .25 @OceanPowerTech …care to elaborate? Would’ve been nice if you didn’t try & sneak this SEC document under shareholders noses. SMH - Here’s the link folks: sec.gov/comments/SR-NY…
English

@PalmerLuckey @grok what are the chances anduril helps $optt spike to over $100
English

He does have a point
$MSFT is below its 200 WMA, a typically oversold state
That is the equivalent of $GOOG going to $165 (now at $290)
And $NVDA at $91 (now at $175)
Why are people not stepping in to buy $MSFT now?
It’s the same reason why people will struggle to add $GOOG below $200, even tho they love it right now
You need to do what the masses can not do
And that’s buy as a Contrarian
Autopilot@joinautopilot
Breaking: Cramer is publicly bullish on Microsoft $MSFT "what the heck is this stock doing down here"
English

@byebyedoji_rotd @GDGoodDays what’s your target price this short term? $1 ?
English

it played out! even with the negative news and sentiment
kinda surprised, wished i stuck to my convictions more and bought extra at $0.30 but i got distracted by the next shiny thing.
lesson learned for sure and i believe this ticker can offer more upside and swing plays in the future
hope everything is well joshua!
English

$OPTT
bang
great month from $OPTT, found the bounce in the $0.30 range and ran up 130% so far
retracement to $0.45-$0.50 likely after this run, it usually goes it waves but that would be the next place i look to long
for the people who bought $0.30-$0.40, congrats on the 100% move. if i were you i would take some profits off the table because thats a banger
do not sleep on horizontal support and resistance, oftentimes a simple layer of TA is enough for a trade. the low of the month was just below our green support line and a violent move up followed

bye bye doji@byebyedoji_rotd
$OPTT approaching 52 week lows, i will be buying the dip heavily and watching for volume and a breakout of the $0.30-$0.40 range love this stock long term, excited for the chance to long it this low previous touches off $0.30 saw runs of 120%, 180%, and 480% all in relatively short periods of time i’m not saying we will see a rapid doubling back to $0.65 or more off these levels, but i would expect a run and the shortish term to be closer to $1.00 for about 200% i do not think anything has fundamentally changed here, its just reacting to the market wide sell off
English

@DaddyGavin2028 @JayKwabenaStac long term target is $4.50, right? short term target is $1.
English

@JayKwabenaStac $1 is my target.
$4.50 is where I think they will dilute those 100mil new shares. Will crash back down to .50 very slowly
English

Guess who made a lot of $?
Sold 2/3
Good luck all $optt
EDD@DaddyGavin2028
323k shares of $optt Still here
English
Oli Ric retweetledi

Interesting company. Although the cashflow lifecycle is concerning along with the cash burn.
The cash flow cycle for $OPTT is currently the company's biggest risk factor. In financial terms, this is called the Cash Conversion Cycle (CCC), and for $OPTT, it is extremely long.
Based on their most recent financial metrics (as of Jan 2026), the company has to fund operations for over 15 months before the cash from a new order actually hits their bank account.
Here is the breakdown of the timeline from Order to Cash.
1. The "Valley of Death" Timeline
The following timeline illustrates why a growing backlog ($15M) can actually be dangerous for cash flow in the short term.
* Day 0: The Order (Backlog)
* Event: They sign a contract (e.g., the DHS deal).
* Cash Impact: $0. They usually do not receive massive upfront payments. The "Backlog" number goes up, but the bank account does not.
* Day 1–45: Sourcing & Accounts Payable
* Event: They order steel, sensors, batteries, and pay their engineers to design the system.
* Cash Impact: Negative. They have to pay their own suppliers relatively quickly.
* Metric: Days Payable Outstanding (DPO) ≈ 50 Days. This means $OPTT parts with its own cash about 7 weeks after buying materials.
* Day 50–415: The Build & Hold (Inventory)
* Event: The buoys or drones are built, tested, or sit in inventory waiting for deployment windows.
* Cash Impact: Negative (Cash Trap). Capital is tied up in physical "stuff" sitting on the factory floor or in the warehouse.
* Metric: Days Inventory Outstanding (DIO) ≈ 366 Days. On average, their inventory sits for a year before it is officially "sold" or deployed.
* Day 416: Delivery & Invoicing
* Event: The WAM-V or PowerBuoy is delivered to the Navy/DHS.
* Cash Impact: None yet. They send an invoice, but the government does not pay instantly.
* Day 417–558: Waiting for Payment (Receivables)
* Event: The invoice sits in the government's "Accounts Payable" queue.
* Cash Impact: Waiting.
* Metric: Days Sales Outstanding (DSO) ≈ 142 Days. It takes them nearly 5 months to collect cash after they have done the work.
2. The Net Result: The 459-Day Gap
When you do the math (Inventory Days + Receivable Days - Payable Days), $OPTT has a Cash Conversion Cycle of ~459 Days.
* What this means: For every $1 they spend to build a buoy today, they won't see the profit (or the principal) back for 1.3 years.
* The Trap: As they grow and sign more deals (like the $15M backlog), they have to spend more cash upfront to build those orders. If they don't have enough cash in the bank to survive the 459-day wait, they have to raise money (dilute shareholders) just to fulfill the orders they already won.
3. Can they fix this?
There are two ways they are trying to shorten this cycle:
* MaaS / RaaS Model: By leasing the buoys (Maritime-as-a-Service) rather than selling them, they get monthly recurring payments. This smooths out the cash flow but requires even more upfront capital to build the fleet initially.
* Milestone Payments: For the DHS/Anduril contracts, they will likely negotiate "milestone payments" (e.g., getting paid 30% upon design review, 30% upon shipping) to prevent the cash hole from getting too deep.
Summary
The "Infrastructure" to build the units exists, but the financial infrastructure is strained. They currently have ~$11.7M in cash but burn ~$10M+ every 6 months. With a 15-month cash cycle, the math suggests they will need to execute perfectly on collections—or raise more capital—before that revenue circle completes.
English
Oli Ric retweetledi

@Bo0stdFX @byebyedoji_rotd optt it can be over $5 or$7, what’s the reason?
English

@byebyedoji_rotd Convertible notes holders are the ones benefiting from this stock shorting to hedge their notes, they are the ones calling the shots, the vote to increase share size is Hella bearish especially the price it's trading at, if it's over 5$ or 7$ would justify it, but not this price.
English

$OPTT
approaching 52 week lows, i will be buying the dip heavily and watching for volume and a breakout of the $0.30-$0.40 range
love this stock long term, excited for the chance to long it this low
previous touches off $0.30 saw runs of 120%, 180%, and 480% all in relatively short periods of time
i’m not saying we will see a rapid doubling back to $0.65 or more off these levels, but i would expect a run and the shortish term to be closer to $1.00 for about 200%
i do not think anything has fundamentally changed here, its just reacting to the market wide sell off

English
















